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Oxford Financial Group, LTD


Oxford Financial Group, LTD


Highly Tailored Financial Plans

Creating sophisticated, long-term financial solutions that are highly tailored to your individual needs.

Retirement Plan Expertise

In addition to investment design and manager selection and monitoring, we have deep experience in the implementation of 401(k) plan features that are commonly of interest to committees. These features include:

  • total cost benchmarking
  • automatic enrollment
  • automatic escalation
  • ROTH options
  • dynamic target date strategies
  • separate accounts
  • directed brokerage

We have helped dozens of clients evaluate the cutting edge of retirement benefit options and plan construction. This process is part of our ongoing quarterly review meetings. We proactively target topics for education, while also addressing specific committee questions regarding topics you may be evaluating as a committee prior to our engagement.